Will Teradata’s (TDC) New AI Suite Deepen Its Competitive Moat in Enterprise Customer Intelligence?

• On October 7, 2025, Teradata launched Autonomous Customer Intelligence, an AI-powered software and services suite designed to turn raw data and customer signals into real-time, context-aware actions at scale for large enterprises.
• This solution leverages Teradata’s four decades of industry expertise by embedding agents capable of automating decision-making across hybrid infrastructures, aiming to accelerate AI-driven returns and address enterprise-specific customer experience needs.
• We’ll examine how the focus on enterprise-scale, real-time AI decision-making in customer intelligence could influence Teradata’s investment outlook.

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Teradata Investment Narrative Recap

Owning shares in Teradata means believing that enterprise demand for advanced, AI-driven analytics platforms can reignite growth and support higher recurring revenue. The launch of Autonomous Customer Intelligence, while significant for product differentiation and value proposition, does not immediately alter the most important short-term catalyst: consistent cloud migration and new ARR growth, nor does it resolve the core risk of ongoing revenue pressure and fierce competition from cloud-native hyperscalers.

Among recent developments, the September 23 introduction of AgentBuilder stands out for its direct relevance, complementing the new AI suite by making it easier for enterprises to rapidly deploy autonomous agents within the Teradata ecosystem. Together, these offerings reinforce Teradata’s ambition to enable real-time AI decision-making in complex, regulated data environments, which is increasingly seen as critical to driving sustainable recurring revenue.

By contrast, investors should be aware that persistent top-line pressure remains a material risk if Teradata’s AI initiatives fail to convert momentum into measurable…

Read the full narrative on Teradata (it’s free!)

Teradata’s outlook forecasts $1.6 billion in revenue and $101.6 million in earnings by 2028. This projection is based on a 0.9% annual decline in revenue and a $8.4 million decrease in earnings from the current level of $110.0 million.

Uncover how Teradata’s forecasts yield a $24.44 fair value, a 20% upside to its current price.

Exploring Other Perspectives

Fair value estimates from the Simply Wall St Community range from US$24.44 to US$48.70, reflecting just two markedly different perspectives. While many are watching Teradata’s push into AI for growth, the sharp focus remains on whether shifting enterprise workloads will actually reverse recent declines in revenue, so be sure to see the array of views before forming your own opinion.

Explore 2 other fair value estimates on Teradata – why the stock might be worth over 2x more than the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
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Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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